Sin la plataforma
Information about Projects & Operations lives in separate spreadsheets, and nobody knows which version is current.
Con Partiu Formatura
7 modules share the same class, graduate and event records.
Finance and management · Projects & Operations
The work of the team organized within the ERP itself
Teams, projects, sprints and tasks in Kanban, List, Table or Gantt, with approval center, custom fields, automations and wikis. On the operational side, day-to-day internal tasks and collaborative planning with the team. Everything connected to the CRM, calendar and meetings.
El problema y la solución
What changes when Projects & Operations works inside the platform
This is connected information about classes, graduates and events across 7 modules, replacing scattered spreadsheets and messages.
Sin la plataforma
Pedir un dato tarda porque alguien tiene que juntar información de varios sitios.
Con Partiu Formatura
Teams, Projects and Tasks and Sprints and Planning update together, with figures ready for the next meeting.
Sin la plataforma
El proceso depende de quién esté ese día y su historial se pierde.
Con Partiu Formatura
Todos siguen el mismo flujo, con acciones registradas y permisos por rol.
Sin la plataforma
Conectar con otras áreas obliga a exportar hojas de cálculo y volver a teclear datos.
Con Partiu Formatura
Projects & Operations shares information directly with other areas of the platform.
Cómo funciona
How information moves through Projects & Operations
Cada paso es un módulo real de esta área. Lo que produce pasa al siguiente paso sin que nadie vuelva a teclear la misma información.
What is available in Projects & Operations
- Teams, Projects and TasksStructure work by Teams → Projects → Tasks with multiple views.8
- Sprints and PlanningDelivery cycles with backlog, planning and monitoring per sprint.6
- Approval Center and TimelineGovernance of what needs approval and the history of everything the team has done.6
- Internal Operation TasksThe day-to-day life of the office in its own queue, outside of formal projects.8
- Collaboration and DocumentationCentralize knowledge and ideas around team tasks.6
- Fields, Automations and IndicatorsAdapt the module to your process and leave the repetitive running alone.7
- Integrations with the EcosystemThe task card talks to the other modules in the system.5
Destacado
The work of the team organized within the ERP itself
Teams, projects and tasks in Kanban, List, Table or Gantt, with sprints, specialized types (delivery, milestone, risk, deal, lead and meeting) and scope per member. On the operational side, the office's internal tasks run in the same house, in five views. The card talks to the rest of the system: it becomes a room in Partiu Meet, appears in the Teams calendar and connects to CRM opportunities.
Ver esto en acción- Four views of the same project, including Gantt
- Sprints generated in batch, with planning and backlog separated from the cycle
- Internal tasks in list, kanban, calendar, gantt and table
- Custom fields, workflow rules and event automations
- Card meeting opens room at Partiu Meet directly
Teams, Projects and Tasks
Structure work by Teams → Projects → Tasks with multiple views.
- Kanban, List, Table and Gantt views for each project
- New team assistant who already creates the initial project and board
- Members per team, with invitation and role defined on the screen itself
- Board columns configurable per project, without depending on support
- Tasks with responsible, deadlines, priority, tags and subtasks
- Specialized types: deliverable, milestone, risk, deal, lead, and meeting
- Scope per member: Each person sees only the projects they participate in
- Cloud attachments, comments and full activity history
Sprints and Planning
Delivery cycles with backlog, planning and monitoring per sprint.
- Sprints grouped by situation: planned, in progress and completed
- Generation of multiple sprints at once, with defined duration and cadence
- Sprint Planning screen to pull the backlog into the cycle
- Sprint dashboard with scope, responsible parties and completed items
- Monitoring deliveries by cycle, with progress chart
- Project backlog separate from what is in the current cycle
Approval Center and Timeline
Governance of what needs approval and the history of everything the team has done.
- Approval center with pending, approved and rejected in a single queue
- Approval and rejection recorded with author and date
- Activity timeline with what happened in each project
- Timeline filter by project, by person and by period
- My Tasks: consolidated personal view of everything that is yours
- In-app and email notifications when something enters your queue
Internal Operation Tasks
The day-to-day life of the office in its own queue, outside of formal projects.
- Same task in five views: list, kanban, calendar, gantt and table
- Three-step wizard: details, planning and review
- Statuses configurable by the company, with high, medium and low priority
- Several people responsible for each task, with filter per person
- Start, deadline, estimated time, and time spent in the task dashboard
- Checklist, comments and attachments within the card itself
- Search by title and description, with combined status and priority filters
- Bulk status change for multiple selected tasks
Collaboration and Documentation
Centralize knowledge and ideas around team tasks.
- Hierarchical wikis by project with rich editor
- Whiteboard for brainstorming and visual maps
- Collaborative document editor integrated into tasks
- Mentions, in-app and email notifications in real time
- Collaborative planning with boards, proposals and team voting
- Brainstorming sessions and history of decisions made
Fields, Automations and Indicators
Adapt the module to your process and leave the repetitive running alone.
- Custom fields per project, created without relying on support
- Workflow rules defining allowed transitions between statuses
- Automations per event: change of status, deadline and change of person responsible
- Time tracking by task with effort reports
- Project overview with customizable columns and indicators
- Graphics created by the team within the project panel
- Progress and burndown charts to keep pace
Integrations with the Ecosystem
The task card talks to the other modules in the system.
- Meeting becomes a room at Partiu Meet straight from the card
- Scheduled task appears in the Partiu Teams calendar
- Business (deal) connected to CRM opportunities
- Lead linked to the commercial CRM lead base
- Integrations panel within the task card itself
Lista de verificación
Everything included in Projects & Operations
All 46 features in this area, grouped by module so you can compare systems item by item.
- Kanban, List, Table and Gantt views for each project
- New team assistant who already creates the initial project and board
- Members per team, with invitation and role defined on the screen itself
- Board columns configurable per project, without depending on support
- Tasks with responsible, deadlines, priority, tags and subtasks
- Specialized types: deliverable, milestone, risk, deal, lead, and meeting
- Scope per member: Each person sees only the projects they participate in
- Cloud attachments, comments and full activity history
- Sprints grouped by situation: planned, in progress and completed
- Generation of multiple sprints at once, with defined duration and cadence
- Sprint Planning screen to pull the backlog into the cycle
- Sprint dashboard with scope, responsible parties and completed items
- Monitoring deliveries by cycle, with progress chart
- Project backlog separate from what is in the current cycle
- Approval center with pending, approved and rejected in a single queue
- Approval and rejection recorded with author and date
- Activity timeline with what happened in each project
- Timeline filter by project, by person and by period
- My Tasks: consolidated personal view of everything that is yours
- In-app and email notifications when something enters your queue
- Same task in five views: list, kanban, calendar, gantt and table
- Three-step wizard: details, planning and review
- Statuses configurable by the company, with high, medium and low priority
- Several people responsible for each task, with filter per person
- Start, deadline, estimated time, and time spent in the task dashboard
- Checklist, comments and attachments within the card itself
- Search by title and description, with combined status and priority filters
- Bulk status change for multiple selected tasks
- Hierarchical wikis by project with rich editor
- Whiteboard for brainstorming and visual maps
- Collaborative document editor integrated into tasks
- Mentions, in-app and email notifications in real time
- Collaborative planning with boards, proposals and team voting
- Brainstorming sessions and history of decisions made
- Custom fields per project, created without relying on support
- Workflow rules defining allowed transitions between statuses
- Automations per event: change of status, deadline and change of person responsible
- Time tracking by task with effort reports
- Project overview with customizable columns and indicators
- Graphics created by the team within the project panel
- Progress and burndown charts to keep pace
- Meeting becomes a room at Partiu Meet straight from the card
- Scheduled task appears in the Partiu Teams calendar
- Business (deal) connected to CRM opportunities
- Lead linked to the commercial CRM lead base
- Integrations panel within the task card itself
Want to see Projects & Operations in your operation?
Pide una demostración con tus propios números, sin compromiso. Una conversación te ayudará a decidir si el módulo resuelve lo que necesitas.